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FIN 320 – Fall 2014
Individual stock recommendations:
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Kindly include the following information in a header on the first page:
o Company name
o Exchange
o Ticker symbol
o Sector
o Industry
o Recommendation (buy/sell/hold)
o Current price (as of _____date)
o Target price (__$ and % increase/decrease)
• The report must contain the following sections:
o Business Description
o Chart (Price, volume, Moving average)
o Key statistics (Market cap, beta, ROE, Profit margin, Debt/Equity, Revenue Est. EPS Est.,
growth in EPS, growth in sales,
o Industry Overview and Competitive Positioning
o Catalysts (Why would you buy/sell? Other than pure valuation reasoning)
o Investment thesis (Story behind your decision and outlook for future of this business)
o Valuation (P/E ttm, P/E forward, P/BV, P/Sales, DDM or FCF)
o Financial Analysis
o Investment Risks
o Investment opinion
I highly recommend visiting the website of the company that you are analyzing. Then go to
Investor relation section and read parts of the 10-K and 10-Q and investment presentation. You
must understand the business and its value drivers in order to find the fair value.
For historical information:
www.MorningStar.com
yahoo.finance.com
www.Zacks.com
www.ValueLine.com